Broker Check

What We Do

We do Financial Planning. Financial Planning is not just securities brokerage or investment management nor is it or insurance sales or accounting or tax preparation or legal advice. All these are services or professions that are components of financial planning.

Wealth Management

Small Actionable steps:

Organize Strategize & Analyze Plan & Build Monitor & Review

  • Begin to create a more complete plan, start here
  • Discovery – Focus on the human elements, not just your money
  • Financial Organization: All-in-one place
  • Ongoing risk assessment and navigation: Protection & Wealth
  • Investment solutions tailored to meet your goals
  • Budgeting conversations: Forecasting cash flows for clarity
  • Social Security Decisions: How & When to file
  • Generating ideas for you to pursue your goals
  • Collaborating with other Financial professionals

Investment Advisory

  • Investment only decisions based personal market risk tolerance, proper asset allocation, portfolio construction and management
  • Creating strategies to help meet your goals and objectives

Protection / Insurance

  • Protecting what is important
  • Discovery and review of current protection and needs
  • Recommendations & Implementation as needed

Tax Planning

  • Consider your future return expectations and reduce surprises
  • Understanding upcoming Tax law changes

Business Retirement Planning

Often business owners are so involved in their business they overlook their own financial needs and key planning considerations that could help their business grow and prosper. Also, the livelihood of a business owner can be imperiled when unexpected events occur that adversely affect the bottom line of the business.

Retirement Planning – Providing Benefits

  • Retirement Plans are an important part of this planning for themselves and their employees with such plans as 401(k)’s, Profit Sharing Plans,
    Cash Balance Plan, SEP’s and Simple IRA’s.

Succession Planning – Protecting Your Business

  • These challenges can also be met with proper planning such as business succession planning, key employee protection or executive compensation planning.